https://gnosly.com/feed/gold/Business Intelligence Console and Prediction Algorithms3349https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>Source: Charles-Henry Monchau (LinkedIn)</p>https://lnkd.in/p/dA3TAhwS0.00202026-10-24T15:46:01.286342+00:001linkedin.comgoldtrading3188https://media.licdn.com/dms/image/v2/D4E22AQGZml--DQUD2Q/feedshare-shrink_800/B4EaFsxLW7HEAc-/0/1792826193593?e=1794441600&v=beta&t=hAUeP4vJExoQtDV9GraYGr5NzccvYyhRc_0SSwsbzFQView image2026-10-24T15:46:02.801473+00:003340@AdamBLivAdam Livingston<p>To earn what the median household earned in 1971, you’d need about $890,000 per year today. </p>https://x.com/AdamBLiv/status/21134848012901585050.00202026-10-24T09:46:44.253496+00:002x.comincomegoldeconomy3179https://pbs.twimg.com/media/HVSa5W4XgAA6liw?format=jpg&name=smallImage2026-10-24T09:46:45.800449+00:002578https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi Letter<p>So far in 2026, China has officially acquired +103 tonnes of gold, raising total holdings to a record 2,410 tonnes. </p><p>China is now the world’s 5th-largest gold holder, following the US, Germany, Italy, and France</p>https://www.linkedin.com/company/the-kobeissi-letter/0.00602026-10-10T06:24:53.965235+00:001linkedin.comchinagold2399https://media.licdn.com/dms/image/v2/D4E22AQHFzuNhqxtipw/feedshare-shrink_480/B4EaEhydxmKgAk-/0/1791568240039?e=1793232000&v=beta&t=i4Ruvgxx7YiMbRd0y3a0n4ZLk45Vt8yTh6bqWeKOrXgView image2026-10-10T06:24:55.762011+00:002243@WSBGoldWallStreet Gold<p>This is a staggering amount of physical gold flowing into China.</p>https://x.com/WSBGold/status/21068381459667888170.00402026-10-05T05:32:56.964245+00:002x.comchinagoldeconomy2067https://pbs.twimg.com/media/HTz-ICjXEAAS4Ez?format=jpg&name=smallImage2026-10-05T05:32:58.512841+00:002161@IGWTreportIn Gold We Trust<p>America's gold covered 48.4% of US public debt in 1940 and 20.4% in 1980. Today, about 3%. "The bones are the gold. They haven't changed in fifty years," told @RonStoeferle @DenGoldGroup's Mining Forum Americas. "What has changed is how much paper has grown around them."</p>https://x.com/IGWTreport/status/21059599192625399270.00502026-10-03T07:18:43.078482+00:002x.comfinancegolddebt1964https://pbs.twimg.com/media/HTnfQkcbMAAMvJt?format=png&name=smallImage2026-10-03T07:18:44.358162+00:002153@DC_ItalyDaniele Cavazzoni<p>Despite the slide in pricing, ETF buyers are sticking to the precious metal</p>https://x.com/DC_Italy/status/21060435769750816960.00502026-10-03T06:00:17.088201+00:002x.comgoldgold-etfs1955https://pbs.twimg.com/media/HToreJAXkAAthrK?format=jpg&name=smallImage2026-10-03T06:00:17.419950+00:002098@heresyfinancialJoseph Brown<p>Average annual earnings for US employees, priced in ounces of gold</p>https://x.com/heresyfinancial/status/21058885555705201470.00402026-10-02T06:12:54.597473+00:002x.comearningsusgold1902https://pbs.twimg.com/media/HTmeevIWkAAqGfj?format=jpg&name=smallImage2026-10-02T06:12:55.719915+00:001863@themarketsniperFrancis Hunt - The Market Sniper, CMT (MBA)Folks may need to take this Gold H&S's seriously, DDE risk is climbing on BONDS collapse. A return to Falling Wedge lows is target implied and even a possible new low on crisis/liquidity is higher probability than a new high this side of xmas right now. AI/Tech cracks next.https://x.com/themarketsniper/status/21044735194719725730.00502026-09-28T08:03:12.377712+00:002x.combondsgoldai-tech1642https://pbs.twimg.com/media/HTSXg2WWsAAclOP?format=jpg&name=smallImage2026-09-28T08:03:13.521673+00:001848@Dioclet54046121The Old PretenderJPMorgan in Singapore strikes again with some massive #gold and #silver spoofing.https://x.com/Dioclet54046121/status/21044474518641094290.00502026-09-28T07:01:38.020581+00:002x.comsilvergoldjpmorgan1626https://pbs.twimg.com/media/HTR_zA2WMAA4-k8?format=jpg&name=360x360Image2026-09-28T07:01:38.833648+00:001627https://pbs.twimg.com/media/HTR_zbPWAAA1Jc5?format=jpg&name=360x360Image2026-09-28T07:01:38.872834+00:001845@BullTheoryioBull Theory<p>BREAKING: Over $550 BILLION has been wiped out from gold and silver in the last 3 hours.</p>https://x.com/BullTheoryio/status/21043860984076248370.00402026-09-28T06:43:50.155092+00:002x.comsilvergold1624https://pbs.twimg.com/media/HTRH5P4bQAAFHrB?format=png&name=smallImage2026-09-28T06:43:51.371717+00:001823@ekwufinanceLukas EkwuemeChina is aggressively accumulating gold. China's central bank gold purchases: March: +5t | Gold: $5.4k April: +8t | Gold: $4.6k May: +10t | Gold: $4.4k June: +15t | Gold: $4.2k July: +20t | Gold: $4.0k August: +20.2t | Gold: $4.3k China accelerated its purchases as gold fell... then kept buying aggressively as gold rebounded. August marked China's largest monthly purchase in almost 3 years and its 22nd consecutive month of official gold buying. This isn't just buying the dip anymore... it's strategic reserve diversification. As sovereign debt markets become increasingly dysfunctional, China is accumulating the one reserve asset with no counterparty risk.https://x.com/ekwufinance/status/21039052111776444740.00502026-09-27T14:57:44.488794+00:002x.comchinagoldfinance1598https://pbs.twimg.com/media/HTKSo2IW8AAe1bf?format=png&name=smallImage2026-09-27T14:57:44.841109+00:001766@hajiyev_rashadRashad HajiyevGold is sitting on the upper band of the formation after a breakout. It is just a matter of time when gold starts a leg up to $5k. Going to be fast and out of blue...https://x.com/hajiyev_rashad/status/21037559051920797690.00502026-09-27T05:06:55.450776+00:002x.combreakouttradinggold1540https://pbs.twimg.com/media/HTIKjLWb0AApktb?format=jpg&name=smallImage2026-09-27T05:06:55.652469+00:001667@Ole_S_HansenOle S HansenGold is facing a major stress test amid a continued surge in US bond and real yields combine with renewed dollar strength. Yet ETF holdings and Chinese demand remain resilient, highlighting a market supported by investors seeking security and an alternative to traditionalhttps://x.com/Ole_S_Hansen/status/21034155986507125400.004516662026-09-25T11:36:45.185194+00:002x.comstress-testgoldus-bonds1666@Ole_S_HansenOle S HansenGold has so far managed the stress test from higher yields and a stronger dollar remarkably well, trading down around 2% on the week without challenging key support levels. Meanwhile, ETF holdings have continued to rise and are now approaching the February peak, when gold was trading roughly USD 1,000 higher. This resilience supports our view that while higher yields remain a near-term headwind for gold, they may simultaneously increase its longer-term appeal. Persistently elevated borrowing costs add pressure on governments, companies and other leveraged parts of the financial system, raising concerns about debt sustainability and financial stability. That may help explain why investors continue to seek protection through gold as an asset that sits outside the traditional financial system.https://x.com/Ole_S_Hansen/status/21034155986507125400.004516672026-09-25T11:36:44.396556+00:002x.cometfstress-testgold1462https://pbs.twimg.com/media/HTDVN1zWgAAIuhz?format=jpg&name=smallImage2026-09-25T11:36:45.156219+00:001650@MBAeconomics1MBAeconomics10-year Treasury hits 5.2%! You’ve seen nothing yet! Got gold and silver?https://x.com/MBAeconomics1/status/21032136948388700700.00402026-09-25T08:38:34.370774+00:002x.comtreasurygoldfinance1450https://pbs.twimg.com/media/HTAdtPxXMAAtSDn?format=jpg&name=smallImage2026-09-25T08:38:35.012863+00:001641@GoldSilverHQGoldSilver HQOfficial US gold vs $40.1T debt — three cover prices: $15,300 gold = 10% cover $30,700 gold = 20% cover $153,300 gold = 100% coverhttps://x.com/GoldSilverHQ/status/21033034750610108020.00402026-09-25T08:28:07.258893+00:002x.comcovergolddebt1440https://pbs.twimg.com/media/HS-EbAnWoAA53l5?format=jpg&name=smallImage2026-09-25T08:28:07.532618+00:001640@thesilverhermitOren ElbazWe're in a "this is fine" kind of moment. Government bond yields are surging all across the world, indicating a looming sovereign debt crisis, and yet the stock market shrugs it off, still positive on the week, and gold is negative on the week. Anyone who knows the first thing about economics should have realized that the richly priced, highly levered tech sector which kept the stock market marching thus far is very sensitive to rising bond yields. If it needs to pay higher and higher interest rates for the money it borrows to construct those expensive AI data centers, it will eventually go bust. , on the other hand, is the natural alternative to dysfunctional government bonds. When their prices are cratering, bullion is the only safe haven asset left. So anyone who knows the first thing about economics should have moved some money from the bond market and the stock market into bullion. They are not, because they think that "this is fine".https://x.com/thesilverhermit/status/21033288415066811870.00602026-09-25T08:27:24.887051+00:002x.comeconomicsbond-yieldsgold1439https://pbs.twimg.com/media/HTCCkt9WAAACGol?format=jpg&name=smallImage2026-09-25T08:27:25.165477+00:001631@realTimHackTim Hack<p>Even though gold and silver investors are taking a beating right now, I see the latest developments in the bond market as the missing spark we have been waiting for. We are witnessing a global bond sell-off that confirms the erosion of confidence in the fiat monetary system. I still expect gold and silver to reach new all-time highs by Christmas.</p>https://x.com/realTimHack/status/21031480025336180260.00402026-09-25T07:03:03.394767+00:002x.combondsilvergoldbondsbond-marketus-bonds1431https://pbs.twimg.com/media/HS_h9eYXYAE6sYn?format=jpg&name=smallImage2026-09-25T07:03:03.665272+00:001620@Rebecca98869736Rebecca Fernandez<p>Interesting - US 2yr vs. Gold Chart&nbsp;</p>https://x.com/Rebecca98869736/status/21030495428203236340.00402026-09-25T06:41:08.827936+00:002x.cominterestingbondsgold1422https://pbs.twimg.com/media/HS-IaW3XkAAMyfl?format=jpg&name=smallImage2026-09-25T06:41:09.089246+00:001608@GoldFishChartsGoldFish ChartsSGE Deliveries Strongest day buying gold in 6 months with 17.1 tonnes.https://x.com/GoldFishCharts/status/21033534925137228640.00402026-09-25T06:28:35.448969+00:002x.comdeliveriessgegold1412https://pbs.twimg.com/media/HTCco8Ma0AAiBVY?format=png&name=smallImage2026-09-25T06:28:35.765850+00:001590https://www.linkedin.com/in/james-bianco-117619152/James BiancoAugust 15, 1971. President Nixon closed the gold window, effectively turning the US dollar into a fiat currency.Since that date, the 10-year yield has averaged 5.91%.It closed today at 5.18%,---Maybe the bond market won't end humanity.https://www.linkedin.com/feed/0.00502026-09-25T05:34:48.569707+00:001linkedin.combond-marketnixongold1388https://media.licdn.com/dms/image/v2/D5622AQEhVaIFtkaXvQ/feedshare-image-high-res/B56aDVsiIQH0AU-/0/1790291616539?e=1792022400&v=beta&t=LqLANpP4UCMnJcn0-vyudId4JwZLOWVNBmfiAGF7UUcView image2026-09-25T05:34:48.812627+00:001549https://www.linkedin.com/in/ryanlemand/Ryan Lemand, PhDGold is back to a quarter of the world's reserves, and the anomaly was the trough, not the recoveryThe FT's chart runs gold's share of world ex US reserves across 55 years: roughly 45% in 1970, a peak near 70% in 1980, then a 35 year descent to about 11% by the mid 2010s, and now a climb back to roughly 24%, a level last seen in the mid 1990s. The descent was a policy era: central banks sold gold outright through the 1990s and 2000s, Britain and Switzerland most famously, while reserve growth went into Treasuries, building the pure fiat reserve system in which gold was treated as a dead legacy asset. The climb since is that era running in reverse, driven first by purchases after 2008, then accelerating after reserves were frozen in 2022, and amplified by the price itself. Read as a round trip, today's 24% is not an extreme, it is a partial normalization: the 11% trough was the lowest gold allocation in the modern history of central banking, and the world has retraced about a third of the way toward where it stood when the system last trusted paper claims this little.Caveats, honestly: the share rises mechanically with the gold price, so part of every uptick is valuation rather than tonnage, an ECB caveat I have flagged before, different data sets draw this line at different levels depending on whose reserves and what prices are used, and nothing says the 1980 peak is a target rather than a panic reading. But direction across 4 years of purchases, survey intentions and price is one way, and the chart now asks which level was normal.Source: Financial Timeshttps://www.linkedin.com/feed/0.01102026-09-24T08:53:05.398025+00:001linkedin.comeconomicsgoldreserves1352https://media.licdn.com/dms/image/v2/D4D22AQF0rI4LipiDcA/feedshare-shrink_800/B4DaDEyHg3K8Ac-/0/1790007867726?e=1792022400&v=beta&t=_3X8OYgccJDybz_0ryv8vIkfNuuh4puJkd0gASf638QView image2026-09-24T08:53:05.711132+00:001531https://www.linkedin.com/in/sheikh-marzan/Marjanul Islam🔴 No matter how many meetings Bessent has with China, China isn’t backing the U.S. dollar anymore.China has already made its decision about the future of money, and the dollar has no place in it.You don’t need to believe me. Just look at China’s actions:In 2026, China imported 1,140 tonnes of gold, the highest amount in the past 10 years.At the same time, China is holding the lowest amount of U.S. Treasuries since 2008.China is clearly working hard and intelligently to build a new monetary system around gold.Show me a single indicator that makes the future of gold look dull, bad, or bearish.There is none.China alone will push the price of gold into 5 figures in U.S. dollar terms.And it won’t take long.https://www.linkedin.com/in/sheikh-marzan/0.00802026-09-24T06:29:36.154007+00:001linkedin.comchinagoldmonetary1340https://media.licdn.com/dms/image/v2/D5622AQGUUtlDn8_hNQ/feedshare-shrink_480/B56aDQIcp4HYAg-/0/1790198270829?e=1792022400&v=beta&t=eECNTYxKTc6snl3qGprfB0vhLW_XUpUP7iSzCvepkC0View image2026-09-24T06:29:36.726561+00:001385https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAChina’s gold rush is becoming impossible to ignore.In the first eight months of 2026, China imported more than 1,000 tonnes of gold, spending a record $158.8 billion. That already exceeds the $96.5 billion it spent in all of 2025.The buying extends beyond the central bank. Chinese households and investors face a weak property market, subdued equities and low bond yields. Gold offers a way to preserve wealth without relying on another issuer’s promise to pay.Meanwhile, China’s US Treasury holdings fell to $618 billion in July, their lowest level since 2008.The bigger question for markets: if Chinese demand is a lasting shift in how savings and reserves are held, how much support does it put beneath the gold price?Source: FT https://lnkd.in/eexpv_Bthttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.01002026-09-23T05:00:55.909802+00:001linkedin.comchinamarketsgold1216https://media.licdn.com/dms/image/v2/D4E22AQGZXKh-6v9-Lw/feedshare-shrink_160/B4EaDJud7jJQAo-/0/1790090797037?e=1792022400&v=beta&t=UXEwpoL6tmex0nWa1o_OgQEQOJK9IVeScb2yLpcaWKYView image2026-09-23T05:00:58.615868+00:00957@KobeissiLetterThe Kobeissi LetterBREAKING: China acquired +35 tonnes of gold in July via the London OTC market, its 3rd-largest monthly purchase since mid-2025, according to Goldman Sachs estimates. This is 75% more than the official +20 tonnes reported by China's central bank for July. This also follows estimated purchases of +48 and +40 tonnes through the OTC market in May and June, respectively. This brings the total for these 3 months up to +123 tonnes. By comparison, China’s central bank has officially increased its gold reserves by +80 tonnes in the first 8 months of the year. China’s gold accumulation is far larger than its official figures reveal.https://x.com/KobeissiLetter/status/21004034243196850790.00402026-09-17T16:39:20.818896+00:002x.comchinagoldeconomy810https://pbs.twimg.com/media/HSWdqSfWsAA_AS0?format=jpg&name=smallImage2026-09-17T16:39:22.037166+00:00940@Brien_LundinBrien LundinGold is up strongly today, the day after the Fed's widely anticipated rate hike. To understand why, a little history.... In December 2015, the market expected the Fed to hike at its mid-month meeting. I made a pretty bold call that this would mark the bottom for the price, as the expected event that was the basis for so many gold short trades would become a fait accompli, and the traders would move on. At that point in time, Western traders were making the gold price, and few were taking it. Gold soared after that initial Fed hike, and through the subsequent ones, and many of our junior mining recommendations jumped 4x-5x over the next six months. Today we find a similar, but not identical, situation. Western traders have also leaned on gold in recent weeks in anticipation of a Fed rate hike, but with a lesser effect than in the previous example. That's because while the West is again making the gold price, others are now gleefully taking it. So the short gold trade is over after the Fed's move yesterday...and the powerful underlying demand is taking control once again. Buckle up.https://x.com/Brien_Lundin/status/21005747300633686610.00502026-09-17T16:09:13.493255+00:002x.comfedtradinggold792https://pbs.twimg.com/media/HSa9jYdWIAAM0g3?format=jpg&name=smallImage2026-09-17T16:09:14.277110+00:00771@TaviCostaOtavio (Tavi) CostaThis is still one of the most important macro divergences in markets today. Ever since the US seized Russian assets, we have seen this historical relationship come apart. Gold is now the main collateral for central banks. Meanwhile, the current trajectory of real yields is exactly how you go bankrupt with this much debt in the US. https://tavicosta.substack.com/p/the-great-decoupling…https://x.com/TaviCosta/status/21000819849742379650.00502026-09-16T05:35:43.087059+00:002x.commarketsgolddebt658https://pbs.twimg.com/media/HST9U3FaoAAfNoO?format=jpg&name=smallImage2026-09-16T05:35:43.760194+00:00576https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBREAKING: Global physical gold-backed ETFs attracted +$17.9 billion in inflows in August, the 2nd-largest monthly intake on record.This pushed global gold ETF holdings up +121 tonnes, to a record 4,189 tonnes.At the same time, total assets under management rose +16% MoM, to $615 billion, their highest level since February.Europe led last month’s purchases at +$7.9 billion, its biggest monthly inflow on record, followed by North America at +$7.7 billion, and Asia at +$2 billion.Within Europe, the UK posted +$4.4 billion in inflows, its 2nd-largest monthly inflow on record, followed by France at +$1.5 billion, its biggest monthly intake on record.Year-to-date, global gold ETFs have attracted +$29 billion in inflows, equivalent to a +160 tonne increase in gold holdings.Gold demand is remarkably strong.https://www.linkedin.com/feed/0.00602026-09-11T06:15:37.823547+00:001linkedin.cometfsglobalgold511https://media.licdn.com/dms/image/v2/D4E0BAQG97yk_RNWUoA/company-logo_100_100/company-logo_100_100/0/1731685993750?e=1790812800&v=beta&t=_fcZwKric8CuWrxpLti9cp3ONQz3KbN_pIKopp-L5-AView company: The Kobeissi Letter2026-09-11T06:15:38.717383+00:00512https://media.licdn.com/dms/image/v2/D4D22AQFRKz2dn5GriA/feedshare-shrink_800/B4DaCN3d1EHsAc-/0/1789086522930?e=1790812800&v=beta&t=WH80eiyYIZLjbxDo4cY8AkRG0793-TpTp1c_BmQMvZIView image2026-09-11T06:15:38.752771+00:00546https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBREAKING: China’s central bank officially bought +20 tonnes of gold in August, matching its largest monthly purchase since October 2023.This follows +20 tonnes and +15 tonnes acquired in July and June, respectively, and marks its 22nd consecutive monthly gold purchase.So far in 2026, China has officially added +80 tonnes to its gold reserves, lifting total holdings to a record 2,387 tonnes.By comparison, in full-year 2025, China increased its official gold reserves by a total of +29 tonnes.In troy ounces, China added ~650,000 ounces to its reserves last month, taking its total holdings to a record 76.73 million ounces.China continues to stockpile gold at a historic pace.https://www.linkedin.com/feed/urn:li:activity:75032546945684684800.00602026-09-09T05:27:18.947021+00:001linkedin.comchinagoldreserves488https://media.licdn.com/dms/image/v2/D4D22AQE8zMmdBBU98A/feedshare-shrink_800/B4DaCDuvJqIgAc-/0/1788916462413?e=1790812800&v=beta&t=uBn2F64UwKRTQJ9CfGZGgt0jPWdWmuB28QuDsI5g9okView image2026-09-09T05:27:19.953637+00:00459@dotkruegerFred KruegerOver the next 7 years, China will dump all of their US Treasury reserves and replace them with Gold. We are moving into a hard money world. US Treasuries are trash.https://x.com/dotkrueger/status/20966366174948068080.00402026-09-07T04:22:52.540628+00:002x.comgoldfinanceeconomy417https://pbs.twimg.com/media/HRi_i9fbMAAnx-C?format=jpg&name=smallImage2026-09-07T04:22:52.833605+00:00430https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBitcoin and gold are increasingly moving together:The 90-day correlation between Bitcoin and gold prices is up to +0.50, almost matching the all-time high set during the 2020 pandemic.This figure has more than doubled since the start of the year.By comparison, following the 2022 bear market recovery, the 90-day correlation rose to +0.30.The recent surge accelerated following the US Treasury announcement on August 19th that it would at least double its buybacks of long-dated government debt, from $2 billion to $4 billion per operation.Meanwhile, the 90-day correlation between Bitcoin and the Nasdaq 100 is down to ~0.30, a 1-year low.Investors are increasingly turning to both gold and Bitcoin as hedges against currency debasement.https://www.linkedin.com/feed0.00702026-09-06T05:35:54.121071+00:001linkedin.comcorrelationgoldbitcoin397https://media.licdn.com/dms/image/v2/D4E22AQFjSQQzKgqE6A/feedshare-shrink_800/B4EaByfSqkH4Ac-/0/1788627200960?e=1790208000&v=beta&t=zB6HBTINPwRL8VecRAcTRU55FEfW8D0830jDKgXPGrQView image2026-09-06T05:35:54.954560+00:00397@GreenbackdTobias CarlisleBuffett vs Gold. Berkshire has created far more wealth over the the last 30 years, but all of the outperformance occurred between late 1996 and 2000. Gold wildly outperformed from 2000 to 2010 and slightly outperformed since 2000. 1996–2000: Berkshire surged relative to gold as gold remained deeply out of favor. 2001–11: Gold dominated amid falling real rates, monetary expansion and financial crises. 2012–19: Berkshire strongly outperformed as equities and economic activity recovered. 2020: Gold briefly outperformed during the pandemic shock. 2021–24: Berkshire regained leadership. 2024–26: Gold dramatically outperformed, likely reflecting inflation and fiscal concerns, central-bank demand, monetary uncertainty and a flight toward assets outside the financial system.https://x.com/Greenbackd/status/20959422856998137310.00502026-09-05T10:39:21.400104+00:002x.combuffettberkshiregold367https://pbs.twimg.com/media/HRZHP6tacAANUgP?format=jpg&name=smallImage2026-09-05T10:39:21.654705+00:00196@nomiprinsNomi PrinsAt Jackson Hole, Fed chair Warsh hinted at a rate hike, and gold and silver gave back their late-week gains. But the last time the Fed hiked a total of 525 basis points, gold barely moved before more than doubling. A quarter point won't dent $40 trillion in debt, record central-bank buying, or silver's five-year deficit. Today's piece lays out what happens next. A Rate Hike Doesn’t Change the Case for Gold and Silverhttps://x.com/nomiprins/status/20940761737143258860.00602026-08-30T16:01:09.215444+00:002x.comfedsilvergold183@oguzerkanOguz ErkanTime to buy gold. Thesis is simple: More money supply, higher gold prices. They diverged earlier this year as markets expected a tighter policy under Kevin Warsh. But nothing has changed and global money supply kept growing, so gold prices have some serious catching up to do.https://x.com/oguzerkan/status/20938106919877144110.00402026-08-30T07:39:37.671063+00:002x.comgoldfinance200https://pbs.twimg.com/media/HQ61uZ_XYAEfgPr?format=jpg&name=smallImage2026-08-30T07:39:37.892129+00:00149@oriental_ghostBai, XiaojunThe expectation of the Fed interest rates hike cannot prevent Chinese from buying gold, because the higher interest rates, the faster the expansion of US treasury and the less reliable the USD. Raising interest rates is a suicidal act!https://x.com/oriental_ghost/status/20935650368245887730.00401502026-08-29T06:09:13.712868+00:002x.comfedusdgold159https://pbs.twimg.com/media/HQ3WNCubcAAcCum?format=png&name=smallImage2026-08-29T06:09:13.959336+00:00129@ekwufinanceLukas EkwuemeGold call options are surging. The last time we saw these levels, gold was at ~$5K. Speculators know that: 1. The Fed can't effectively fight inflation. 2. It will have to print to suppress yields. Being long gold is the natural insurance against money printing.https://x.com/ekwufinance/status/20929340409406714280.00502026-08-27T17:52:53.757745+00:002x.cominflationgold135https://pbs.twimg.com/media/HQuYax4XAAALW2D?format=png&name=smallImage2026-08-27T17:52:54.090318+00:0032Gold's rally is drawing in institutional buyers across the boardhttps://t.co/y6XOM4diWb0.0055312026-08-26T15:58:20.256763+00:002x.comrallyinstitutionalgold28https://pbs.twimg.com/card_img/2091857380745138176/ABHDKcSM?format=png&name=small2026-08-26T15:58:20.469081+00:0031@GlobalMktObservGlobal Markets Investor🔥 China’s gold purchases speak louder than its official data: China bought an estimated +40 tonnes and +48 tonnes of gold in June and May, respectively, through the London OTC market. TAP IMAGE TO SEE FULL INSIGHT 👇https://x.com/GlobalMktObserv/status/20923123053210464170.0055322026-08-26T15:58:19.870587+00:002x.comchinamarketsgold26https://abs.twimg.com/emoji/v2/svg/1f525.svg🔥2026-08-26T15:58:20.209847+00:0027https://abs.twimg.com/emoji/v2/svg/1f447.svg👇2026-08-26T15:58:20.234283+00:0030@GlobalMktObservGlobal Markets InvestorHedge funds and money managers are extremely bullish on gold and copper: Net long positioning in gold futures among hedge funds and money managers has risen to ~$100 billion, near its highest level on record. This is up more than +$20 billion over the last 3 weeks and is just ~$15 billion below the peak reached in January 2026. Meanwhile, net long positioning in copper futures has surged to ~$13 billion, its highest level on record. Bullish exposure to copper futures has more than doubled over the last 4 months. Hedge funds and money managers are betting heavily on both precious and industrial metals.https://x.com/GlobalMktObserv/status/20922712919485809670.00502026-08-26T15:58:03.001399+00:002x.comhedge-fundsgoldcopper25https://pbs.twimg.com/media/HQk9ppwXsAAfJRe?format=jpg&name=smallImage2026-08-26T15:58:03.194537+00:00